Metcash Ltd

MTS: XASX (AUS)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Defensive Retailers Offer Shelter From Tariffs

Johannes Faul

Apr 22, 2025

Tariffs are softening Australian consumer sentiment and investors are preferring defensive over cyclical retailers. Since sweeping US tariffs were announced April 2, our Morningstar Australia Consumer Defensive Index is up 3%, but the Morningstar Australia Consumer Cyclical Index is flat.

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Metcash Ltd

Defensive Retailers Offer Shelter From Tariffs

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